The Vermont State Capitol

Form 990-PFTax year 2024EIN 23-6856169

Phoebus Fund

A private foundation in Shelburne, VT. Its return for tax year 2024 lists 1 grant and $81,644 paid in grants.

Tax year 2024 (period ending Sep 30, 2025), read from the IRS e-file on Nov 11, 2026. Returns reach the IRS 5 to 18 months after the year they describe.

How to apply

Preselected only

The return checks the box saying the foundation gives only to preselected organizations and does not accept unsolicited requests.

Assets and giving by year

8 returns on file
Grants paid by tax year. The latest year is in blue.
  • Tax year 2024

    $81,644

    Grants listed
    1
    Assets, end of year
    $1,682,792
  • Tax year 2023

    $70,271

    Grants listed
    1
    Assets, end of year
    $1,632,882
  • Tax year 2022

    $66,260

    Grants listed
    1
    Assets, end of year
    $1,405,436
  • Tax year 2021

    $76,720

    Grants listed
    1
    Assets, end of year
    $1,325,698
  • Tax year 2020

    $70,218

    Grants listed
    1
    Assets, end of year
    $1,534,565
  • Tax year 2019

    $69,650

    Grants listed
    1
    Assets, end of year
    $1,405,092
  • Tax year 2018

    $68,992

    Grants listed
    1
    Assets, end of year
    $1,393,144
  • Tax year 2017

    $68,299

    Grants listed
    1
    Assets, end of year
    $1,379,839

Grants paid in 2024

1 grant, largest first

As listed on the return.

  1. Bread Roses Community FundPhiladelphia, PA

    General Support

    $81,644

Where the money goes

By State

Grants to organizations with a US address, latest year.

  1. Pennsylvania1 grant $81,644

Officers, directors and trustees

4 people as filed

As filed on the return, with average hours per week and pay from the foundation.

  • Dana ValentineTrustee Hours 1Pay $0
  • Miles SmithTrustee Hours 0.5Pay $0
  • Shelly SmithTrustee Hours 0.5Pay $0
  • B Tyson SmithTrustee Hours 0.5Pay $0

The return

More foundations

Other foundations in Vermont

  1. Blue Cross and Blue Shield of Vermont Caring for Children Foundation IncBerlin, VT 9 grants Preselected only $83,386 giving
  2. The John Noffo Kahn and Mark Addison Foundation IncBarnard, VT 1 grant Preselected only $79,697 giving
  3. Marvin L and Norma J Hathaway Foundation IncWaterbury, VT 20 grants Preselected only $78,343 giving
  4. Stephen B Collins Trust 4586Brattleboro, VT 1 grant Preselected only $86,200 giving
  5. Vermont Federal Foundation IncSouth Burlington, VT 38 grants Preselected only $86,921 giving